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Eric Jason Wikstrom

BRIGHTON JONES LLC·SEATTLE, Washington
Unclaimed Profile
2030 1ST AVENUE, SEATTLE, WA 98121CRD# 5303964Firm CRD# 108601
01

About

Eric Jason Wikstrom is a registered financial advisor based in SEATTLE, Washington, affiliated with BRIGHTON JONES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BRIGHTON JONES LLC
BRIGHTON JONES LLC
AUM
$12.5B
Regulatory assets under management
Employees
241
Total firm employees
View all advisors at BRIGHTON JONES LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5303964
Firm CRD# 108601
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Jason Wikstrom offer?
Eric Jason Wikstrom specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Eric Jason Wikstrom's credentials?
Eric Jason Wikstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Jason Wikstrom located?
Eric Jason Wikstrom is based in SEATTLE, Washington, working with BRIGHTON JONES LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Eric Jason Wikstrom charge for services?
Eric Jason Wikstrom's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHTON JONES LLC?
BRIGHTON JONES LLC has approximately 241 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian C Tall
SEATTLE, WA
Charles Edwin Brighton
SEATTLE, WA
John Dougherty
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Kory Bryan Leadon
SEATTLE, WA
Mark R Jones
SEATTLE, WA

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